Protecting Your Future, Today
Schwartz Tax and Insurance has been a trusted partner for individuals and businesses in the Columbus, OH area since the 1940's. Starting as a tax preparation company by Fred Schwartz, the business has grown and evolved to meet the needs of its clients. Today, Schwartz Tax and Insurance provides a comprehensive range of services, including tax preparation, insurance, and financial planning.
Our Mission
Our mission is to provide our clients with the solutions they need, when they need them. We strive to be more than just an insurance company or tax preparation service. We seek to be a partner, coach, and friend to our clients. We believe that every person deserves access to sound, informed advice, and we are committed to providing these services in an affordable yet professional manner.
Our Values
Our values are at the heart of our company. We pride ourselves on our integrity, trust, and independence. We are transparent in our dealings, passionate about our work, and committed to providing the best possible service to our clients.
Our Services
At Schwartz Tax and Insurance, we offer a wide range of services designed to meet the needs of our clients. These services include:
- Tax Services: We offer tax preparation services for individuals and businesses. Our team of experienced professionals can help you navigate the complex world of taxes, ensuring that you take advantage of all available deductions and credits.
- Insurance: We offer a comprehensive range of insurance products, including auto, home, commercial, life, and bonds. Our independent status allows us to offer products from a wide range of carriers, ensuring that we can find the right product to meet your needs.
- Financial Planning: We offer financial planning services designed to help you achieve your financial goals. Whether you are saving for retirement, planning for a major purchase, or looking to protect your assets, our team can help you create a plan to reach your goals.
A New Approach to Planning
At Schwartz Tax and Insurance, we take a comprehensive approach to planning. We believe that planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. Every individual is just that, an individual. We utilize our comprehensive approach to help customize our products and services to your needs, assuring you are set to achieve your personal goals.
Our Commitment to You
We are committed to providing our clients with the best possible service. We believe that every client deserves personalized attention, and we strive to provide solutions that are tailored to your unique needs. We are proud of our long history of service to the Columbus, OH community, and we look forward to continuing to serve our clients for years to come.
Overall Experience
Most customers have had a smooth and professional experience with Schwartz Tax and Insurance Services, with many praising the attention to detail, knowledge, and friendly service provided by Ari and Sandra.
Positive Aspects
Staff and Service
Many reviewers complimented Ari and Sandra on their exceptional customer service, professionalism, and expertise in handling tax and insurance needs. Some highlighted their ability to explain complex information in a clear and honest manner.
Time and Cost Efficiency
Several customers appreciated the time and cost savings they experienced with Schwartz Tax and Insurance Services, with some mentioning that they were able to get better deals on car insurance and tax services compared to other providers.
Personal Touch
A significant number of reviewers appreciated the personal touch and attention to detail provided by Ari and Sandra, with some mentioning that they were able to recall specific details about their personal lives and family members.
Negative Aspects
Time Wasting and Inefficiency
One reviewer had a negative experience, stating that Ari wasted a month of their time with the filing of federal income taxes and that the police had to get involved to retrieve receipts.
Be the first to review Schwartz Tax & Insurance Agency.
Write a Review
